The news. The narrative. The timeline.
Bureau: San Francisco
Goldman closed the hexagon with a $315M reserve build and every major U.S. bank is now telling the same war story in two columns — profit and fear.
Amazon's 3.5% fuel surcharge on FBA sellers activates today — the first time a major consumer platform named the Iran war on a line item.
Anthropic went on record Thursday against Illinois SB 3444 — OpenAI's liability-immunity bill — and the frontier-AI companies' first public governance fracture is now in the legislative record.
The first trillion-dollar IPO is a defense contractor with a rocket, and the market is too polite to say so.
A labor market where nobody is hiring but nobody is being fired yet — that is the condition before the inflection.
The war's largest single business is the firm that packages the war's volatility back to the investors creating it.
Oil and equities are pricing a ceasefire while gold at $4,791 is pricing the war that is still actually happening.
When a central bank's field notes lead with a foreign war, the economy in the report is not the economy on the front page.
Amazon's Health Dashboard flagged a multi-service incident Thursday — small on its own, large against six weeks of damaged Middle East data centers.
Tech has cut nearly 80,000 jobs in the first quarter of 2026 — Oracle's 30,000 AI-led reduction is the number the sector can no longer frame as restructuring.
358,023 delivered, 310,389 for BYD, and 50,000 extra Teslas on the yard — the headline is the crown, the story is the inventory.
Sales up 7.8%, EPS up 6%, and the guidance cut tells you exactly what Exact Sciences will cost in dilution this year — twenty cents.